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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $57,574 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $35,558 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,279 | $51,288-74.1% | $81,982-83.8% | $73,412-81.9% |
| Participation rate | 94.6% | 64.0%+30.6pp | 69.3%+25.4pp | 72.2%+22.4pp |
| Annual return | 28.57% | 29.48%-0.9pp | 41.31%-12.7pp | 59.30%-30.7pp |
| Employer contribution / active EE | $689 | $1,487-53.7% | $2,498-72.4% | $2,234-69.2% |
| Participant deferral / active EE | $4,481 | $2,715+65.0% | $3,722+20.4% | $3,806+17.7% |
| Admin fee / account holder | $109 | $125-12.7% | $5,665-98.1% | $158-30.7% |